Manage deals in the sales workspace

If you have an assigned Sales Hub seat and a Super Admin has given you access to the Deals tab, you can manage deals from within the sales workspace. You can view and filter your deals, complete actions, and view deal insights.

View and filter deals

You can view deals using preset views or saved views in the sales workspace. You can also filter deals by pipeline or use advanced filters.

1. In your HubSpot account, navigate to Sales > Sales Workspace.
2. Click the Deals tab.
3. On the left sidebar you can view your preset views and saved views. To change the view, click the Preset view or Saved view.
   
   • Open Deals: all deals that are not closed.
   • Stalled Deals: deals that have been in a stage longer than average.
     • These are deals where the time spent in a specific stage is at least 20% more than the average time spent in that specific stage for all deals.
     • The average is based on the specific user's deals.
   • Recent Activity: deals that have a last activity date within the last week.
   • No Activity Scheduled: deals that do not have a next scheduled activity. 
   • Stale Close Date: deals with a close date before today.
   • All Deals: all open and closed deals.
   • Closed Won: all closed won deals.
   • Closed Lost: all closed lost deals.
     
4. To change pipeline, click the pipelines dropdown menu and select the pipeline you want to view, or select All pipelines.
5. To filter your deals, click the filters at the top of the table. Click Advanced filters to further customize your filters.
6. To edit the information that's displayed in the table, click Edit columns.
7. To view the number of guided actions and risks pertaining to that deal, review the number under the deal name.
   • Click the number to view more information.
   • For guided actions, click the guided action link to launch the prospecting queue.

Complete actions for deals

You can complete actions for deals in the sales workspace. For example, you can update the close date of a deal.

1. In your HubSpot account, navigate to Sales > Sales Workspace.
2. Click the Deals tab.
3. To review details about a deal, click a deal name.
4. In the right sidebar, you can complete actions:
   • Update the close date, deal stage, and deal pipeline.
   • Send an email.
   • Make a call.
   • Schedule a meeting. 

5. You can also view the Deal Stage Tracker, Deal Score, Guided Actions, and Associations.

View deal insights

Deal insights provide an AI-generated overview of the deal, taking into account its data and the past 100 interactions, such as meetings, notes, emails, calls, and transcripts. To view deal insights:

1. In your HubSpot account, navigate to Sales > Sales Workspace.
2. Click the Deals tab.
3. Click the name of a deal.
4. In the right sidebar, view the Deal Insights section. 
5. Deal insights are categorized into four sections:
• Recent activity: a summary of meetings, calls, emails, and notes associated with the deal. This includes the five most recent activities. Click the activity name to view the activity.
• Risks: potential areas of concern to focus on such as a decrease in deal score, uncertainty from buyer, and no follow-up activity scheduled. If a risk is related to an activity, click the activity name to view the activity. 
• Buyer goals: the buyer's business needs.
• Company research insights: data collected from a third party service (Owler) about the deals associated company including: company news, competitors, technology stack.

6. To copy the full deal insights, click the clipboard copy to clipboard icon. 
7. To give feedback on the deal insights, click Helpful or Not helpful. In the pop-up box, complete your feedback, and click Submit feedback.
8. To view the full record, click View record in the bottom right.